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Insurance Underwriter C.V Example Insurance Underwriter Resume Sample

The following is an example of a qualified / professional Insurance Underwriter resume sample(s). These resume examples uses an integration resume layout. The Resume initiates with the applicants qualification profile, outlining key-qualifications for Insurance job field.

Then, the candidate has an outline of their full work experience (employment history) in sequential order with employment dates on file.

Next is the Educational background, listed in descending order (most recent first). It then moves onto the Professional Background, highlighting skills separated into professional & personal skills.

And lastly, Certifications/Licenses that the candidate it involved with. Then a final part displays any other additional information that the candidate want it to be listed.

Resume Example for Insurance Underwriter

Phoenix, AZ

Authorized to work in the US for any employer

Work Experience

Insurance Underwriter

Farmers Insurance Group

Phoenix, AZ

April 2017 to Present

Responsible for taking inbound calls from Agents and CSR’s in local Farmers 
office’s across the country. 
Assist agents with maneuvering Farmers systems, accessing documents 
Help agents with quotes and quote discrepancies to get the correct premium 
Process policy changes and discount applications when not applying 
Process transactions through our “green screens” when updating coverage, replacing vehicles, submitting 
polices and making corrections 
Review documents that have been submitted into our image center for approval to apply discounts 
Process quotes, create or mock quotes with the agent to get premium amounts 
Cancel and reinstate policies per agent or insureds request 
Process home quotes, review photos submitted of property 
Complete billing breakdown and billing reviews when discrepancies with premium 
Submit and push quotes through manually for agent when having Express errors 
Resolve errors with Express to assist the agent 
Make decisions on polices regarding discounts, refunds, retro tranactions 
Consistently maintain quality scores on calls that are recorded 
Process policy splits and combines 
Work with Clear Harbor to get documents approved 
Employ our Smart Interaction Model when speaking with agents 
Review Farmers internal manuals, TIP cards, policybacks when researching eligibilty and acceptability. 
Participate in team huddles, consistently maintain goals set by my supervisor and 
the service center

P&C Insurance Agent

State Farm Mutual Insurance

Tempe, AZ

February 2016 to January 2017

Responsible for taking inbound calls of potential and existing customers looking for P & C quotes and selling 
them policies 
Handle existing policy holders’ calls, adding additional vehicles to their policy, replacing vehicles on their 
policy, adjusting coverages, adding additional drivers and processing cancellations. 
Make outbound calls to customers to follow up on quotes we have discussed to set up their insurance 
Process quotes by building value with the customer; upselling State Farm’s products turning those into policies, making sure all discounts and proper coverages have been applied. 
Process policy payments securely and accurately 
Required to meet and maintain monthly goals set by upper management 
Maintain 90% or higher quality assurance on our recorded calls with customers, relaying our common 
purpose to them 
Handling incoming calls from mortgage companies, loan officers to update and submit home insurance 
policies to them 
Meet and maintain requirements of call center goals of being on the phone, time off the phone, policies bound 
to calls taken 
Participate in team huddles where ideas and brainstorming occur to promote more sale success with our 
prospects.

P&C Insurance Agent

American Family Insurance

Phoenix, AZ

July 2015 to January 2016

Licensed Property and Casualty agent, passed the licensing test again in 8/2015. 
Responsible for taking inbound calls of potential customers looking for P & C quotes and selling them policies 
Make outbound calls to customers to follow up on quotes we have discussed to set up their insurance 
Process quotes by building value with the customer; upselling AMFAM’s products turning those into policies, 
making sure all discounts and proper coverages have been applied. 
Process policy payments securely and accurately 
Required to meet and maintain monthly goals set by upper management 
Maintain 90% or higher quality assurance on our recorded calls with customers, relaying our common 
purpose to them 
Handling incoming calls from mortgage companies, loan officers to update and submit home insurance 
policies to them 
Meet and maintain requirements of call center goals of being on the phone, time off the phone, policies bound 
to calls taken 
Participate in team huddles where ideas and brainstorming occur to promote more sale success with our 
prospects.

P&C Insurance Agent

Liberty Mutual

Phoenix, AZ

November 2013 to June 2015

Licensed Property and Casualty agent, passed AZ state licensing exam 12/2013, licensed in 46 states, 
excluding HI, AK, ND, SD 
Responsible for taking inbound calls of potential customers looking for P & C quotes and selling them policies 
Make outbound calls to customers to follow up on quotes we have discussed to set up their insurance 
Process quotes by building value with the customer; Liberty’s products turning those into policies, making 
sure all discounts and proper coverages have been applied. 
Process policy payments securely and accurately 
Required to meet and maintain monthly goals set by upper management 
Maintain 90% or higher quality assurance on our recorded calls with customers, relaying our common 
purpose to them 
Handling incoming calls from mortgage companies, loan officers to update and submit home insurance 
policies to them 
Meet and maintain requirements of call center goals of being on the phone, time off the phone, policies bound 
to calls taken 
Participate in team huddles where ideas and brainstorming occur to promote more sale success with our 
prospects

Auto Administrator

JPMorgan Chase

Phoenix, AZ

May 2012 to November 2013

Responsible for handling a queue of 100-130 clients that are delinquent 
Make outbound calls to each client following FDCPA guidelines to acquire payment on the banks collateral 
Meet and maintain monthly goals that fluctuate monthly 
Maintain a average of 95% Quality Assurance on recorded calls while speaking without customers 
Create and distribute reports and excel sheets of the figures and accounts to the employees on the floor 
Make 100-150 outbound calls a day to our clients to meet guidelines 
Trained in customer service, anti-money laundering 
Participated in career building conferences in Emotional Intelligence and Customer Feedback 
Responsible for maintaining the privacy and company info of the department and the end of the day 
Senior representative, handle daily inquiries from managers and other reps with questions on processes, 
systems and account assistance or assistance on calls 
Create reports based on our customers broken payment promises, and my fellow employees’ stats 
Senior members of our department’s recognition committee where I recognize my fellow peers, organize 
monthly contests, create team builders, and promote team participation and positive attitudes 
Responsible for the daily tracking of our department’s daily dollar collection for tracking purposes

Estate Administrator

Charles Schwab

Phoenix, AZ

May 2011 to April 2012

Responsible for handling the settlement and distribution of our deceased client’s assets 
Aid beneficiaries of decedents in completing the forms and documents needed to settle the client’s assets 
Provided advice and assistance in adding DPOA, changing of trustees and appointment of executors to clients’ 
accounts 
Process IRA RMD calculations and distributions 
Handled very personal financial matters while dealing with very distraught or frustrated clients/ families 
Responsible for handling my teams Got Ideas program where I accumulated ideas from our employees to 
provide a better experience for our clients and ideas to make our business more cost efficient 
Responsible for all communications to our branch reps in locations across the USA 
Responsible for promoting Learning and Growing opportunities to our teammates, business and clients 
Handled calls from Attorney’s and financial advisors who were working with our clients 
Submitted documents to clients to be completed to settle assets 
Processed cost basis Date of Death Valuations on client’s brokerage and estate accounts 
Handled clients transfer of assets pursuant to divorce proceedings 
Maintained and achieved monthly QA goals and consistently received top rated surveys employing our 
companies Net Promoter score program 
Suggest and offer added value and leads to my clients by reviewing their accounts to see what will benefit 
them the most

Corporate Card Services

American Express

Phoenix, AZ

August 2010 to April 2011

Responsible for handling Corporate Charge card accounts with annual revenue of $4 million+ annually 
Serve program administrators in assisting them in managing their corporate programs 
Employ extraordinary customer service when dealing with our admin’s, CEO’s, CFO’s on top of accurately 
managing multi-billion dollar programs 
Reach and maintain monthly goals, standards of quality and accurate work 
Consistently and successfully reviewed members’ accounts for upselling opportunities and pertain able 
products to sell that would better the member’s experience

Hardship Specialist

USAA Federal Savings Bank

Phoenix, AZ

March 2008 to June 2010

Worked with military personnel in aiding them during a financial hardship by employing programs to assist 
Responsible for our system processes creation and implementation 
Appointed representative responsible to the bank department to convey enterprise standings, take feedback, 
concerns and ideas to our board of directors 
Successfully upsold products to our military personnel based on their account and review of their financial 
needs 
Handle sensitive financial issues with military personnel deployed and discharged from duty 
Practice and employ superior customer service 
Senior responsibilities for financial team 
Trained processes/ policies to new hires and tenured employees 
Responsible for accurately managing, editing, and reviewing thousands of member accounts 
Responsible for maintaining and achieving collection goals

Collections Specialist

Waste Management

Phoenix, AZ

August 2006 to February 2008

Handled East Coast businesses and customers on open, delinquent invoices. 
Responsible for taking/ making Inbound/ Outbound calls to customers and Accounts Receivables 
Departments 
Responsible for running monthly reports; suspending service to business based on delinquent review 
Submitted accounts for write-off to the Legal Dept. or 3rd Party Collections 
Upsold auto pay programs to increase payment consistency and reduce monthly write-offs 
Practiced 1st party collections, encompassing customer service over 3rd party collection tactics 
Responsible for communicating new training and coaching methods to

Education

Associates in Business Administration

North Dakota State College of Science

Wahpeton, ND

August 1999 to June 2002

Diploma in Generals

Cactus High School

Glendale, AZ

August 1995 to May 1999

Skills

P&C Licensed Over 13 years’ experience in the call center, financial/banking/ customer service, insurance industry, including 1st and 3rd party collections, customer service, debt settlement, Consumer Credit Counseling, and financial advisor for military personnel. Over 6 years of selling and upselling products to better meet the customer’s needs and companies revenue Thrive in customer service with in the business industry Social Networking professional, involved with Facebook, Twitter, Youtube, Pinterest and Yelp Experienced and professional in working independently in a fast paced environment Dependable, very detailed and organized, goal oriented, enthusiastic Experienced with handling disgruntled/ upset customers professionally employing empathy Thrive in culturally diverse atmosphere Experienced in leadership of teammates, training processes/ policies to new hires Knowledge of FDCPA and Fair Credit Act regulations and policies Handle large workloads, pressure, and stress of job well Very experienced in personal commitment to customers Strong skills in dealing with escalated issues resulting in de-escalated satisfied customers Experienced and trustworthy in handling private financial matters and situations with integrity Strong oral & communications skills Experienced with MS XP, MS Office Suite, Windows 7, type 70 WPM, experience with Avaya telecommunications, AS400, POS, Micros systems, Enterprise systems, Excel, Word. (10+ years)

Certifications/Licenses

P&C Licensed

August 2015 to August 2018

Property and Casualty Insurance License